Morningstar

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.09 0.43 5.59 2.80 4.31 13.84 3.73 4.80 4.30 5.85 4.88
Category -0.06 0.51 3.34 1.82 3.26 12.81 4.92 6.00 5.90 6.54 —
Index -0.13 -0.04 4.12 1.88 3.24 14.44 6.67 7.98 7.65 8.26 —
Quartile Rank—
Percentile Rank 38 51 2 32 14 33 69 78 100 85 —
# of Invest. in Cat. 132 132 131 122 131 111 98 58 26 13 —
USD |
Investment return as of Feb 12, 2025 |
Category: USD Aggressive Allocation as of Feb 12, 2025 |
Index: Morningstar EAA USD Agg Tgt Alloc NR USD as of Feb 12, 2025 |
Earliest Available Sep 21, 2008 |
Time periods greater than 1 year are annualized

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